IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$6.81M
3
+$5.75M
4
AMZN icon
Amazon
AMZN
+$5.71M
5
AKAM icon
Akamai
AKAM
+$3.38M

Top Sells

1
+$5.04M
2
+$3.79M
3
+$2.08M
4
C icon
Citigroup
C
+$2.05M
5
AFL icon
Aflac
AFL
+$1.61M

Sector Composition

1 Technology 13.23%
2 Financials 7.9%
3 Industrials 6.21%
4 Healthcare 5.18%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.38%
30,483
+10,999
77
$1.65M 0.38%
+29,687
78
$1.63M 0.38%
+66,227
79
$1.63M 0.38%
139,054
+4,104
80
$1.62M 0.37%
+47,799
81
$1.62M 0.37%
30,645
-7,798
82
$1.61M 0.37%
13,422
+8,052
83
$1.61M 0.37%
+49,556
84
$1.61M 0.37%
19,227
-1,745
85
$1.54M 0.35%
44,464
-2,740
86
$1.51M 0.35%
34,364
-36,718
87
$1.49M 0.34%
254,003
+8,628
88
$1.46M 0.34%
31,488
+579
89
$1.45M 0.33%
22,113
+2,658
90
$1.44M 0.33%
40,720
-864
91
$1.42M 0.33%
13,132
-358
92
$1.41M 0.33%
27,147
-35
93
$1.4M 0.32%
19,619
-5,026
94
$1.38M 0.32%
10,140
-1,209
95
$1.38M 0.32%
21,141
-1,106
96
$1.36M 0.31%
11,439
+915
97
$1.35M 0.31%
+17,638
98
$1.35M 0.31%
80,693
-3,509
99
$1.34M 0.31%
+7,111
100
$1.34M 0.31%
24,884
+100
2 3
4
5 6